Williams-Sonoma shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Williams-Sonoma
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All positions including Williams-Sonoma held by Valued Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Williams-Sonoma by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10k | 52 | 197.12 |
| 2025-06-30 | $8.2k | 50 | 164.34 |
| 2025-03-31 | $8.4k | 53 | 158.55 |
| 2024-12-31 | $9.8k | 53 | 185.25 |
| 2024-09-30 | $6.5k | 42 | 154.95 |
| 2024-06-30 | $9.6k | 34 | 282.38 |
| 2024-03-31 | $6.0k | 19 | 317.58 |